Employee Benefits
Estate Planning
Health Insurance
Life Insurance
Annuities
Disability Income
Long Term Care



We specialize in:

*Employee Benefits
*Estate and Business Planning
*Health Insurance
*Life Insurance
*Annuities
*Disability Insurance
*Consulting & Review
*Long Term Care

 

 

 

 

Fortunately, the majority of our clients don't need financial planning. They have done very well building their respective businesses and practices. What they often need from us is help with the people problems. Who will run the business? What happens if one of their key people die or become disabled? If they are stockholders or family members, how do they redeem their shares from spouses or family members?

Sometimes they need our products such as life and disability insurance to fund buy/sell agreements. Because of insurability problems sometimes our products are not available and we are called on for alternate suggestions.

Estate & Business planning isn't always monetary. Our clients want a sounding board to test ideas or develop "what-if" scenarios. Our years of experience working with clients and professional advisors enable us to be that sounding board. We do that by understanding the goals and objectives of our clients, then recommending strategies that make sense to them. Finally, by working with the clients attorney and accountant to analyze the legal documents, and tax strategies.

You can tell a lot about us
by the company we keep!

 

 

 

 

Coordinated Programs, Inc.

1301 Riverplace Blvd.
Suite 2501
Jacksonville, FL 32207

800-398-0665
904-398-3136


email us

 

 

 
 

 

 

 

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